Trusts for New Practitioners and Practitioners New to Trusts 2026 – Part 2

This is the second of a two-part series.  You can save 10% by purchasing both webinars together.  

To browse this option, click here 

Following on from Part 1 – learn how to draft trust deeds with clarity and confidence using a practical framework and key drafting considerations

Following the first webinar, this webinar considers the drafting of the trust deed and takes practitioners through critical elements that must be considered when drafting that include:

• The trustees, their powers, duties and role;
• Beneficiaries, discretionary and final;
• Powers of appointment and removal;
• The ways of transfer to assets (sale or gift, for example);
• Other related documentation to have on your radar when drafting and setting up a trust such as the Sale and Purchase Agreement, Deed of Gift/Deed of Acknowledgement of Debt, e-dealing requirements and trustee resolutions;
• Other critical elements pertinent to ensuring the longevity and flexibility of the Trust Deed.

The aim of this webinar is to provide a simple and clear framework that provides practitioners with the skills and tools they need to navigate this complex area of law.

LEARNING OUTCOMES

A practical guide to drafting the trust deed for new practitioners and practitioners new to trusts.

SUITED TO

New practitioners and practitioners new to the field of trust law, tax, duties, obligations, and powers. Practitioners includes lawyers, accountants, trustee companies, trust consultants.

PRESENTERS

Dr Maria A Pozza Director-Lawyer of Gravity Lawyers

Dr Maria is the Director of Gravity Lawyers and deals with a variety of corporate and commercial law including regulatory compliance. Trusts law comes up all the time in her practice and she works closely with Bethan.

Bethan Read, Special Counsel, Morris

Bethan is special counsel at Morris and leads the firm advisory team. Bethan has specific expertise in the law of trusts law and holds a STEP Advance Certificate in Trust Disputes.